Difference between revisions of "New project"

Revision as of 17:27, 27 February 2020

Both managers and clients can create new projects.

However, in case of necessity managers can disable project creation by clients in the client portal.

Create project by client

1. To create a project, click on the Project menu on the top panel and then click "New project":

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Or you may go to Projects and press the "New project" button:

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Both of these actions will open the New project page.

2. Enter the basic project data into the fields:

• Project name—the name of the project, text field.

• Description—a description of the project, text field. If you have not found a language pair or specialization, you can specify them in the "Description" field.

• Language pairs—a drop-down list of source and target languages for the translation project.

• Specialization—a drop-down list of specialization for the translation project.

• Client contact person— a contact person on a client's side. The manager can add or edit a contact person for the client.

• Start at—the start date and time of the project.

• Deadline at—the deadline date and time for the project.

Having entered all the data about the project, press "Create" button and the Project details page will be displayed:

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Note: Pay attention, that the created project will have a "Draft" status and will not be visible to the manager.

You can update project details, upload project files, upload Cat log files if necessary, or delete the project.

3. Once you're done with the preparation, press the "Propose" button:

The request for the new project will be sent to the project manager. You will be notified by email when the manager confirms the start of the project or rejects it.

The project will have "Proposed by client" status

4. In case you need to update the project or you want to delete it, you can press the "Draft" button:

The project will be back to the "Draft" status and the manager will get the corresponding email.

Note: If the project was accepted by the manager and has the "Active" status you will not be able to move it to draft or to delete it:

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5. If the manager doesn't accept the project, you will get the corresponding email and the reason for rejecting it. The status of the project will be " Proposal rejected":

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6. When the work is done, the project will have the "Completed" status and you can Acept or Reject it:

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7. If you Acepted or Rejected the project, it will have the following statuses:

8. The project manager can also cancel the project when it has "Active" or "Completing rejected" statuses. If they do so, you will get a corresponding notification, the status of the project will be canceled:

Create project by manager

1. To create a project, click on the Project menu on the top panel and then click "New project":

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Or you may go to Projects and press the "New project" button:

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Both of these actions will open the New project page.

2. Enter the basic project data into the fields:

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• Project name—the name of the project, text field.

• Description—a description of the project, text field.

• Language pairs—source and target languages for the translation project, drop-down list of values you defined in the Language pairs settings.

• Specialization—an area of specialization for the translation project, the drop-down list of values you defined in the Specializations settings.

• Client—a client for whom the project is done. You can add or edit the clients on the Clients page.

• Contact person—a contact person on the client side. You can add or edit contacts in a client's profile using the Contact persons tab.

• Primary manager—a primary manager in your company who is responsible for this project. By default, the system selects the current user. Managers are added by an administrator on the Managers page .

• Secondary manager—a secondary manager in your company who is responsible for this project if necessary.

• Start at—the start date and time of the project. By default, the current time is selected.

• Deadline at—the deadline date and time for the project.

Having entered all the data about the project, press "Create" button and the Project details page will be displayed. The status of the project will be "Active":

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You can update project details, upload project-related files, enter receivables, assign jobs to translators, upload Cat log files , create invoice for the client, create invoice for the vendor.

4. If there are any reasons to not proceed, you can easily cancel the project:

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The status of the project will be "Canceled", but, if needed, you will be able to reopen it:

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5. Once the project is done, press the "Complete" button:

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The project status will be "Completed". You will be notified by email when the client accepts or rejects the project, or you can move forward the project by marking it as accepted or rejected:

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6. If the client rejects the project, it will have the following status:

You will know the reason for rejecting it. You can fix the mistakes and complete the project again:

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At this stage, you can also Cancel the project:

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7. If the client accepts the project, it will have the following status:

You can reopen the project, if needed, by pressing "Reopen" button:

• For information on how to create projects based on templates, please see the Create project based on template section.

• For information on how to create Protemos projects from SmartCAT projects, please see the Create Protemos projects from SmartCAT projects section.